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Salesforce

2,808 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,157 increasing their positions, 1,218 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $6.79B | Put options by funds: $5.79B

5% less repeat investments, than reductions

Existing positions increased: 1,157 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9542,808 (-146)

14% less capital invested

Capital invested by funds: $210B → $180B (-$30.2B)

29% less funds holding in top 10

Funds holding in top 10: 5640 (-16)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,808
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.85%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
0.52%
New
201
Increased
1,157
Reduced
1,218
Closed
296
Calls
$6.79B
Puts
$5.79B
Net Calls
+$994M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
JRP
576
Jasper Ridge Partners
California
$12.3M
FMI
577
Factory Mutual Insurance
Massachusetts
$12.3M
GF
578
Goodman Financial
Texas
$12.2M -$132K -524 -1%
RRAM
579
River Road Asset Management
Kentucky
$12.2M -$1.68M -6,672 -11%
ECM
580
Eisler Capital Management
United Kingdom
$12.2M +$9.1M +36,085 +235%
LGF
581
LGT Group Foundation
Liechtenstein
$12.2M +$487K +1,932 +4%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$12.2M +$722K +2,861 +6%
CC
583
Cornerstone Capital
California
$12.1M
HTHT
584
Hemenway Trust Hemenway Trust
New Hampshire
$12.1M +$835K +3,311 +7%
NAAA
585
New Age Alpha Advisors
New York
$12.1M +$2.14M +8,503 +20%
WC
586
Whitney & Co
New York
$12M +$13.4K +53 +0.1%
LSERS
587
Louisiana State Employees Retirement System
Louisiana
$11.9M -$101K -400 -0.8%
EWA
588
Exencial Wealth Advisors
Oklahoma
$11.9M +$590K +2,340 +5%
A
589
Allianz
Germany
$11.8M -$934K -3,704 -7%
DPL
590
Danica Pension Livsforsikrings
$11.8M
LIP
591
Lighthouse Investment Partners
Florida
$11.8M -$540K -2,141 -4%
RWP
592
RWA Wealth Partners
Massachusetts
$11.8M -$5.36M -21,272 -30%
RIA
593
RPG Investment Advisory
California
$11.7M +$256K +1,014 +2%
PFS
594
Prospera Financial Services
Texas
$11.7M -$695K -2,754 -5%
STA
595
Summit Trail Advisors
New York
$11.6M +$143K +567 +1%
LOAME
596
Lombard Odier Asset Management (Europe)
United Kingdom
$11.6M -$3.69M -14,629 -36%
ASN
597
Advisory Services Network
Georgia
$11.5M -$1.81M -7,161 -13%
LCM
598
LVM Capital Management
Michigan
$11.5M +$311K +1,233 +3%
PWM
599
Perigon Wealth Management
California
$11.4M +$783K +3,106 +7%
GIBU
600
Gulf International Bank (UK)
United Kingdom
$11.4M -$234K -926 -2%

CRM Hedge Fund Activity: Q3 2025 in Review

2,808 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2025, worth a combined $180B — down 14% from $210B a quarter earlier.

Sellers outnumbered buyers: 296 funds closed out of CRM and 201 opened new positions — a net loss of 95 holders — while 1,218 trimmed existing stakes and 1,157 added.

The largest buyer was Capital World Investors, adding an estimated $2.68B. The largest seller was Wellington Management Group, cutting an estimated $1.33B.

  • 2,808 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,954 in Q2 2025.
  • Funds reported $180B of Salesforce stock for Q3 2025, down 14% quarter-over-quarter.
  • 201 funds opened new Salesforce positions in Q3 2025 and 296 closed out, a net change of -95 holders.
  • The largest Salesforce buyer in Q3 2025 was Capital World Investors, an estimated $2.68B added.
  • The largest Salesforce seller in Q3 2025 was Wellington Management Group, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2025.